Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $6,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,638 | $58,888-32.7% | $178,499-77.8% | $73,493-46.1% |
| Participation rate | 28.0% | 66.2%-38.2pp | 81.9%-53.9pp | 70.7%-42.6pp |
| Annual return | 23.39% | 24.86%-1.5pp | 151.10%-127.7pp | 28.51%-5.1pp |
| Employer contribution / active EE | $148 | $2,236-93.4% | $5,011-97.0% | $2,270-93.5% |
| Participant deferral / active EE | $962 | $2,568-62.6% | $5,202-81.5% | $3,740-74.3% |
| Admin fee / account holder | $191 | $400-52.2% | $13,986-98.6% | $513-62.7% |